Frédéric Marquis

BBA

Mutual fund representative 1 Financial security representative

Beaubien agency

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RRIF, LIF and Annuities

Several income options are available to you at retirement age.

About me

Do you manage an SME? Are you an self-employed worker? Do you have a family? 

My expertise and career are built on sound and transparent collaboration. Trust me to guide you in your important decisions. I am a senior financial security advisor who is recognized for my strategic thinking and my approach based on the satisfaction of my clients. Given that you spend most of your time building your career or growing your family, it is important to take the time to structure and protect your assets while building for the future. 

I work hard to develop the best solutions for your SME, your family and you, while taking into consideration your reality and the issues facing you, and not simply my product portfolio.

A little about me

I have ten years of experience in the financial services industry, and am a manager and "coach" for my company.

 

A complete service offer to answer your needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Insurance

Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.

  • Life Insurance (universal, whole, term)
  • Travel Insurance
  • Group Life Insurance
  • Health and Dental Insurance
  • Guaranteed Issue Life Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Annuities
  • Segregated Funds

Why work with a representative?

A representative helps you make the best choices based on your reality and your needs. A representative also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of a representative, you will:

  • Earn more money and learn where and when to invest
  • Receive a personalized financial plan that will help you achieve your objectives
  • Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
  • Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
  • Save time and enough money to carry out your projects
Learn more about the value of a representative
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Economic news with Sébastien Mc Mahon and his team

Clément has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.

1 With Investia Financial Services Inc.